证券之星消息，2月3日生物制品板块较上一交易日上涨1.27%，万泽股份领涨。当日上证指数报收于 4067.74，上涨1.29%。深证成指报收于14127.1，上涨2.19%。生物制品板块个股涨跌见下表： 从资金流向上来看，当日生物制品板块主力资金净流出2.55亿元，游资资金净流出1.53亿元，散户资金净 流入4.08亿元。生物制品板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 000534 万泽股份 | | | -5082.58万 | 5.52% | -6641.43万 | -7.21% | 1558.85万 | 1.69% | | 688319 欧林生物 | | | 2161.08万 | 16.16% | -828.69万 | -6.20% | -1332.39万 | -9.97% | | 002581 ST未名 | | | 1351.02万 | 34.82% | -584 ...

Investment Rating - The investment rating for the healthcare industry is "Positive" and maintained [14] Core Insights - The funding levels for Chinese innovative pharmaceutical companies are increasing, leading to a gradual improvement in the research and development (R&D) investment sentiment within the industry. This is expected to usher in a new cycle of prosperity for the innovative drug industry chain [5][12] - The trend of external business development (BD) is likely to benefit the domestic early-stage research industry significantly, as new business models allow early-stage projects to become tradable and monetizable assets, enhancing R&D investment returns [13] Summary by Sections Innovative Chain Development Review - Before 2020, multiple factors converged to initiate a significant rise in China's innovative drug sector, leading to the rapid development of the innovative chain, including CXO and life sciences services [10][30] - From 2020 to the first half of 2022, the global public health crisis accelerated capital inflow into the biopharmaceutical sector, resulting in high demand and a leap in the innovative chain segment, which also triggered a wave of IPOs and substantial supply-side expansion [10][39] - The second half of 2022 to 2024 saw a transition from a heated to a cooling phase, with a significant shift in supply-demand dynamics leading to industry internal competition and pressure on revenues and profit margins [10][54][57] Improvement in R&D Investment Sentiment - Starting from 2025, the R&D investment sentiment in China's innovative drug sector is expected to improve, with companies experiencing increased funding levels. The total amount raised through IPOs and additional offerings in 2025 is projected to reach 201.5 billion yuan, a 145% year-on-year increase [11][62] - The potential milestone payments from external BD are expected to reach 880.5 billion yuan in 2025, marking a 185.9% year-on-year increase, indicating a robust funding environment for innovative drug companies [11] Benefits to Early-stage Research Industry - The new external BD business model enhances the R&D investment return rates for Chinese innovative drug companies, thereby increasing their willingness to invest in R&D [11][13] - The early-stage research industry, including drug discovery CROs and clinical trial services, is expected to benefit significantly from the external BD trend, with leading companies in these segments poised for rapid growth [13]

证券日报网讯 1月30日，昊帆生物在互动平台回答投资者提问时表示，公司严格按照相关法律法规、规 则要求进行信息披露，若触及披露标准，公司将及时履行信息披露义务。 （文章来源：证券日报） ...

证券日报网讯 1月22日，昊帆生物发布公告称，近日，公司全资子公司淮安昊帆生物医药有限公司开立 了募集资金现金管理专用结算账户。鉴于公司及全资子公司安徽昊帆生物有限公司前期设立的部分募集 资金现金管理专用结算账户中相关理财产品已全部到期赎回，且无后续使用计划，因此根据相关规定， 公司于近日办理完毕上述募集资金现金管理专用结算账户的注销手续。 （编辑 任世碧） ...

账户的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 苏州昊帆生物股份有限公司（以下简称"公司"或"昊帆生物"）于 2025 年 4 月 9 日召开第四届董事会第七次会议及第四届监事会第五次会议，并于 2025 年 5 月 9 日召开 2024 年度股东大会，审议通过了《关于使用闲置募集资金和闲 置自有资金进行现金管理的议案》，同意公司使用额度不超过 10 亿元的闲置募 集资金和不超过 14 亿元的闲置自有资金进行现金管理。使用期限自股东大会审 议通过之日起 12 个月内有效。在前述额度和期限内，资金可以循环滚动使用。 具体内容详见公司于 2025 年 4 月 11 日在巨潮资讯网（www.cninfo.com.cn）披露 的《关于使用闲置募集资金和闲置自有资金进行现金管理的公告》（公告编号： 2025-014）。 证券代码：301393 证券简称：昊帆生物 公告编号：2026-001 苏州昊帆生物股份有限公司 关于开立和注销部分募集资金现金管理专用结算 一、开立募集资金现金管理专用结算账户的情况 近日，公司全资子公司淮安昊帆生物医药有限公司（以下简称" ...

1月15日，昊帆生物跌5.02%，截至发稿，报54.50元/股，成交1.07亿元，换手率4.60%，总市值58.86亿 元。 资料显示，苏州昊帆生物股份有限公司位于江苏省苏州高新区长亭路1号，成立日期2003年12月2日，上 市日期2023年7月12日，公司主营业务涉及多肽合成试剂、蛋白质交联剂以及分子砌块的研发与销售。 主营业务收入构成为：多肽合成试剂81.89%，通用型分子砌块10.99%，蛋白质试剂6.11%，其他产品 1.01%。 汇添富医药保健混合（470006）成立日期2010年9月21日，最新规模24.86亿。今年以来收益10.53%，同 类排名813/8840；近一年收益37.91%，同类排名3262/8094；成立以来收益171.83%。 汇添富医药保健混合（470006）基金经理为郑磊。 截至发稿，郑磊累计任职时间11年33天，现任基金资产总规模80.93亿元，任职期间最佳基金回报 58.54%， 任职期间最差基金回报-27.52%。 责任编辑：小浪快报 从昊帆生物十大流通股东角度 数据显示，汇添富基金旗下1只基金位居昊帆生物十大流通股东。汇添富医药保健混合（470006）三季 度增持26 ...

国联民生证券承销保荐有限公司 现场检查手段：查阅募集资金监管协议及募集资金管理制度；查阅募集资金存放 银行对账单、募集资金使用台账；查阅现金管理相关决策文件、募集资金账户划 款凭证资料；核查与募集资金使用相关的会议记录及公告；查阅公司利用闲置募 集资金进行现金管理的有关协议 | 1.是否在募集资金到位后一个月内签订三方监管协议 | √ | | | --- | --- | --- | | 2.募集资金三方监管协议是否有效执行 | √ | | | 3.募集资金是否不存在第三方占用、委托理财等情形 | √ | | | 4.是否不存在未履行审议程序擅自变更募集资金用途、 | | | | 暂时补充流动资金、置换预先投入、改变实施地点等情 | √ | | | 形 | | | | 5.使用闲置募集资金暂时补充流动资金、将募集资金投 | | | | 向变更为永久性补充流动资金或者使用超募资金补充 | √ | | | 流动资金或者偿还银行贷款的，公司是否未在承诺期 | | | | 间进行风险投资 | | | | 6.募集资金使用与已披露情况是否一致，项目进度、投 | | | | 资效益是否与招股说明书等相符 | √ | | | ...

国联民生证券承销保荐有限公司 关于苏州昊帆生物股份有限公司 2025 年度持续督导培训情况报告 深圳证券交易所： 根据《深圳证券交易所上市公司自律监管指引第 13 号——保荐业务》《深圳证券 交易所上市公司自律监管指引第 2 号——创业板上市公司规范运作》等有关规定，作 为苏州昊帆生物股份有限公司（以下简称"昊帆生物"或"公司"）首次公开发行股 票并在创业板上市的保荐机构，国联民生证券承销保荐有限公司（以下简称"国联民 生承销保荐"或"保荐机构"）对昊帆生物进行了 2025 年度持续督导培训。现将培训 情况报告如下： 一、培训基本情况 （七）培训对象：公司董事、高级管理人员、中层以上管理人员及上市公司控股 股东和实际控制人等相关人员。 二、培训内容 （此页无正文，为《国联民生证券承销保荐有限公司关于苏州昊帆生物股份有限公司 2025 年度持续督导培训情况报告》之签章页 ) BAN In 71 7 保荐代表人: 刘永泓 都 航 国联民生证券 2026 H and 1 the （一）保荐机构：国联民生证券承销保荐有限公司 （二）保荐代表人：邵航、刘永泓 （三）培训时间：2026 年 1 月 6 日 （四）培训方式 ...

Market Performance - The biopharmaceutical sector increased by 0.55% on January 6, with Liaoning Chengda leading the gains [1] - The Shanghai Composite Index closed at 4083.67, up by 1.5%, while the Shenzhen Component Index closed at 14022.55, up by 1.4% [1] Individual Stock Performance - Liaoning Chengda (600739) closed at 12.27, with a rise of 7.16% and a trading volume of 530,500 shares, amounting to a transaction value of 633 million yuan [1] - Dongbao Biological (300239) closed at 6.18, up by 5.64%, with a trading volume of 454,500 shares and a transaction value of 278 million yuan [1] - Olin Biological (616889) closed at 27.66, increasing by 3.83%, with a trading volume of 74,400 shares and a transaction value of 204 million yuan [1] - Kanghong Pharmaceutical (002773) closed at 33.75, up by 2.37%, with a trading volume of 249,700 shares and a transaction value of 838 million yuan [1] Capital Flow Analysis - The biopharmaceutical sector experienced a net outflow of 426 million yuan from institutional investors, while retail investors saw a net inflow of 323 million yuan [2] - The net inflow from speculative funds was 104 million yuan [2] Detailed Capital Flow for Selected Stocks - Liaoning Chengda had a net inflow of 34.37 million yuan from institutional investors, while it faced a net outflow of 18.32 million yuan from retail investors [3] - Dongbao Biological saw a net inflow of 21.29 million yuan from institutional investors, with a net outflow of 13.16 million yuan from retail investors [3] - Tian Tan Biological (600161) had a net inflow of 18.06 million yuan from institutional investors, with a net outflow of 10.02 million yuan from retail investors [3]

Group 1 - The company, Haofan Bio (301393), stated that its operations are normal and its core business is steadily advancing [1] - The company is continuously improving operational efficiency and core competitiveness [1] - The company aims to reward investors with good operating performance [1] Group 2 - The stock price is influenced by multiple factors in the secondary market, and investors are advised to view it rationally [1]